Verdicts genuinely change. Free email alert the moment FIAVX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Fidelity Equity Dividend Income Fund · Fidelity Financial Trust
131 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 53.23% of portfolio weight is in non-compliant holdings, over the 5% threshold.
131 holdings, 108 matched (87% of weight). Portfolio as of 2026-05-31, filed 2026-07-24. Source: SEC Form N-PORT.
1.36% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (93 of 131 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
30.5% compliant 4.2% questionable 52.1% non-compliant 13.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| GOOG ALPHABET INC | QUESTIONABLE | 3.46% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| SHEL SHELL PLC | NON_COMPLIANT | 2.43% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| Fidelity Revere Street Trust | UNSCREENED | 2.30% | no in-house ratios for this holding |
| CSCO CISCO SYSTEMS INC | COMPLIANT | 2.25% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 2.01% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| TRV TRAVELERS COS INC | NON_COMPLIANT | 2.01% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| US BANCORP DEL | UNSCREENED | 1.96% | no in-house ratios for this holding |
| PG PROCTER and GAMBLE CO | COMPLIANT | 1.96% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| UPS UNITED PARCEL SERVICE INC | NON_COMPLIANT | 1.88% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| CB CHUBB LTD | NON_COMPLIANT | 1.85% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| MRK MERCK and CO INC | COMPLIANT | 1.82% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| BAC BANK OF AMERICA CORPORATION | NON_COMPLIANT | 1.81% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| CI CIGNA GROUP (THE) | NON_COMPLIANT | 1.79% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| GSK GSK PLC | COMPLIANT | 1.67% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| XOM EXXON MOBIL CORP | COMPLIANT | 1.66% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| GILD GILEAD SCIENCES INC | COMPLIANT | 1.55% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| TSM TAIWAN SEMICONDUCTOR MFG CO LTD | COMPLIANT | 1.55% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| MTB M and T BANK CORP | NON_COMPLIANT | 1.53% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| EXC EXELON CORP | NON_COMPLIANT | 1.52% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| SSNC SS and C TECHNOLOGIES HLDGS INC | NON_COMPLIANT | 1.39% | AAOIFI39.6% Usmani37.7% Dow Jones Islamic41.2% S&P Shariah44.6% MSCI Islamic37.7% MSCI Islamic M-Series44.6% FTSE Shariah36.8% |
| WDC WESTERN DIGITAL CORP | COMPLIANT | 1.22% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| Fidelity Revere Street Trust | UNSCREENED | 1.20% | no in-house ratios for this holding |
| WFC WELLS FARGO and CO | NON_COMPLIANT | 1.19% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 1.18% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| HUNTINGTON BANCSHARES INC/OH | UNSCREENED | 1.15% | no in-house ratios for this holding |
| DOX AMDOCS LIMITED | COMPLIANT | 1.15% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| VZ VERIZON COMMUNICATIONS INC | NON_COMPLIANT | 1.10% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| JNJ JOHNSON and JOHNSON | COMPLIANT | 1.08% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| MMM 3M CO | COMPLIANT | 1.08% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| 005930.KS SAMSUNG ELECTRONICS CO LTD | COMPLIANT | 1.07% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| RPRX ROYALTY PHARMA PLC | NON_COMPLIANT | 1.05% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 1.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 1.02% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| GALLAGHER (ARTHUR J.) and CO | UNSCREENED | 1.01% | no in-house ratios for this holding |
| TMUS T-MOBILE US INC | NON_COMPLIANT | 0.98% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| KINDER MORGAN INC DEL | UNSCREENED | 0.96% | no in-house ratios for this holding |
| ALLISON TRANSMISSION HLDGS INC | UNSCREENED | 0.95% | no in-house ratios for this holding |
| PNC PNC FINANCIAL SERVICES GRP INC | NON_COMPLIANT | 0.92% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| CRM SALESFORCE INC | COMPLIANT | 0.89% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SRE SEMPRA | NON_COMPLIANT | 0.88% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| AIZ ASSURANT INC | NON_COMPLIANT | 0.87% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DHR DANAHER CORP | COMPLIANT | 0.85% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 0.82% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| ACN ACCENTURE PLC | COMPLIANT | 0.82% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| QCOM QUALCOMM INC | COMPLIANT | 0.82% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 0.81% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| NXPI NXP SEMICONDUCTORS NV | COMPLIANT | 0.80% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| V VISA INC | COMPLIANT | 0.79% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 0.79% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| UL UNILEVER PLC | COMPLIANT | 0.78% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| SYY SYSCO CORP | NON_COMPLIANT | 0.77% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| BALL BALL CORP | NON_COMPLIANT | 0.77% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PAYC PAYCOM SOFTWARE INC | COMPLIANT | 0.76% | AAOIFI10.1% Usmani18.9% Dow Jones Islamic9.5% S&P Shariah9.3% MSCI Islamic18.9% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| GD GENERAL DYNAMICS CORP | NON_COMPLIANT | 0.76% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| SCHW SCHWAB CHARLES CORP | NON_COMPLIANT | 0.75% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | COMPLIANT | 0.73% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| GEN GEN DIGITAL INC | NON_COMPLIANT | 0.73% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| CTVA CORTEVA INC | COMPLIANT | 0.71% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| DPZ DOMINOS PIZZA INC | NON_COMPLIANT | 0.70% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| FAF FIRST AMERICAN FINANCIAL CORP | NON_COMPLIANT | 0.70% | AAOIFI15.3% Usmani6.0% Dow Jones Islamic17.7% S&P Shariah18.6% MSCI Islamic6.0% MSCI Islamic M-Series18.6% FTSE Shariah6.0% |
| CROWN HOLDINGS INC | UNSCREENED | 0.69% | no in-house ratios for this holding |
| WY WEYERHAEUSER CO | NON_COMPLIANT | 0.69% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| HRB H and R BLOCK INC | NON_COMPLIANT | 0.68% | AAOIFI34.8% Usmani64.6% Dow Jones Islamic34.1% S&P Shariah33.8% MSCI Islamic64.6% MSCI Islamic M-Series33.8% FTSE Shariah45.8% |
| DIS WALT DISNEY CO/THE | NON_COMPLIANT | 0.66% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| FE FIRSTENERGY CORP | NON_COMPLIANT | 0.64% | AAOIFI101.8% Usmani48.1% Dow Jones Islamic111.3% S&P Shariah119.2% MSCI Islamic48.0% MSCI Islamic M-Series119.2% FTSE Shariah47.5% |
| EVRG EVERGY INC | NON_COMPLIANT | 0.64% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| FDX FEDEX CORP | NON_COMPLIANT | 0.62% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| LNG CHENIERE ENERGY INC | NON_COMPLIANT | 0.60% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| LOW LOWES COS INC | NON_COMPLIANT | 0.59% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| QSR RESTAURANT BRANDS INTL INC | NON_COMPLIANT | 0.58% | AAOIFI41.9% Usmani62.4% Dow Jones Islamic72.2% S&P Shariah72.8% MSCI Islamic61.4% MSCI Islamic M-Series72.8% FTSE Shariah53.0% |
| KVUE KENVUE INC | COMPLIANT | 0.58% | AAOIFI24.4% Usmani32.2% Dow Jones Islamic23.6% S&P Shariah24.1% MSCI Islamic32.2% MSCI Islamic M-Series24.1% FTSE Shariah31.7% |
| PCG PG and E CORP | NON_COMPLIANT | 0.58% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 0.55% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| PCAR PACCAR INC | NON_COMPLIANT | 0.54% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SLB LTD | UNSCREENED | 0.53% | no in-house ratios for this holding |
| BMY BRISTOL-MYERS SQUIBB CO | NON_COMPLIANT | 0.53% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 0.53% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| EQIX EQUINIX INC | COMPLIANT | 0.52% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| TEL TE CONNECTIVITY PLC | COMPLIANT | 0.51% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| JM SMUCKER CO/THE | UNSCREENED | 0.50% | no in-house ratios for this holding |
| PNFP PINNACLE FINANCIAL PARTNERS INC | NON_COMPLIANT | 0.50% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| FIS FIDELITY NATIONAL INFORMATION SERVICES INC | NON_COMPLIANT | 0.50% | AAOIFI78.8% Usmani38.6% Dow Jones Islamic50.4% S&P Shariah49.4% MSCI Islamic38.6% MSCI Islamic M-Series49.4% FTSE Shariah38.4% |
| ENTERPRISE PRODUCTS PARTNERS LP | UNSCREENED | 0.50% | no in-house ratios for this holding |
| SON SONOCO PRODUCTS CO | NON_COMPLIANT | 0.46% | AAOIFI101.6% Usmani45.7% Dow Jones Islamic108.8% S&P Shariah106.8% MSCI Islamic45.2% MSCI Islamic M-Series106.8% FTSE Shariah42.4% |
| LEA LEAR CORP | NON_COMPLIANT | 0.45% | AAOIFI55.2% Usmani22.4% Dow Jones Islamic62.9% S&P Shariah58.1% MSCI Islamic22.4% MSCI Islamic M-Series58.1% FTSE Shariah17.5% |
| MDLZ MONDELEZ INTERNATIONAL INC | COMPLIANT | 0.45% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| SLGN SILGAN HOLDINGS INC | NON_COMPLIANT | 0.45% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| KKR KKR and CO INC | NON_COMPLIANT | 0.45% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KO COCA COLA CO | COMPLIANT | 0.44% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| PORTLAND GENERAL ELECTRIC CO | UNSCREENED | 0.42% | no in-house ratios for this holding |
| WSO WATSCO INC | COMPLIANT | 0.41% | AAOIFI7.1% Usmani17.8% Dow Jones Islamic5.3% S&P Shariah5.4% MSCI Islamic17.6% MSCI Islamic M-Series5.4% FTSE Shariah9.6% |
| BDX BECTON DICKINSON and CO | NON_COMPLIANT | 0.41% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| REYN REYNOLDS CONSUMER PRODUCTS INC | NON_COMPLIANT | 0.40% | AAOIFI35.4% Usmani33.4% Dow Jones Islamic33.1% S&P Shariah32.3% MSCI Islamic33.1% MSCI Islamic M-Series32.3% FTSE Shariah31.0% |
| DGE.L DIAGEO PLC | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.39% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| CAP.PA CAPGEMINI SA | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ACI ALBERTSONS COS INC | NON_COMPLIANT | 0.38% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BNZL.L BUNZL PLC | NON_COMPLIANT | 0.38% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LAZ LAZARD INC | NON_COMPLIANT | 0.38% | AAOIFI39.3% Usmani39.8% Dow Jones Islamic32.3% S&P Shariah35.6% MSCI Islamic39.8% MSCI Islamic M-Series35.6% FTSE Shariah39.8% |
| INTU INTUIT INC | COMPLIANT | 0.37% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| AMCR AMCOR PLC | NON_COMPLIANT | 0.37% | AAOIFI71.8% Usmani41.9% Dow Jones Islamic93.4% S&P Shariah101.7% MSCI Islamic41.8% MSCI Islamic M-Series101.7% FTSE Shariah38.9% |
| AVGO BROADCOM INC | COMPLIANT | 0.36% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.34% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| CLX CLOROX CO | NON_COMPLIANT | 0.33% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ADDYY ADIDAS AG | COMPLIANT | 0.33% | AAOIFI21.3% Usmani41.8% Dow Jones Islamic34.7% S&P Shariah34.7% MSCI Islamic27.4% MSCI Islamic M-Series34.7% FTSE Shariah27.4% |
| FNF FIDELITY NATIONAL FINANCIAL INC | NON_COMPLIANT | 0.32% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| EIX EDISON INTERNATIONAL | NON_COMPLIANT | 0.31% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| OMC OMNICOM GROUP INC | NON_COMPLIANT | 0.31% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| STX SEAGATE TECHNOLOGY HOLDINGS PLC | COMPLIANT | 0.29% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| EWBC EAST WEST BANCORP INC | NON_COMPLIANT | 0.29% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| G GENPACT LTD | NON_COMPLIANT | 0.28% | AAOIFI22.3% Usmani26.1% Dow Jones Islamic19.6% S&P Shariah20.7% MSCI Islamic25.8% MSCI Islamic M-Series20.7% FTSE Shariah21.8% |
| CARLYLE GROUP INC/THE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| OSK OSHKOSH CORP | COMPLIANT | 0.28% | AAOIFI14.2% Usmani14.3% Dow Jones Islamic17.3% S&P Shariah18.2% MSCI Islamic13.6% MSCI Islamic M-Series18.2% FTSE Shariah11.5% |
| OWENS CORNING NEW | UNSCREENED | 0.27% | no in-house ratios for this holding |
| BATH and BODY WORKS INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| DLB DOLBY LABORATORIES INC | COMPLIANT | 0.26% | AAOIFI0.8% Usmani1.5% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.5% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| BF.B BROWN FORMAN CORP | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| GAP GAP INC | NON_COMPLIANT | 0.25% | AAOIFI72.6% Usmani44.5% Dow Jones Islamic69.2% S&P Shariah73.2% MSCI Islamic44.5% MSCI Islamic M-Series73.2% FTSE Shariah11.6% |
| SMG SCOTTS MIRACLE GRO CO (THE) | NON_COMPLIANT | 0.24% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| VAIL RESORTS INC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| DCC.L DCC PLC | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| RHI ROBERT HALF INC | COMPLIANT | 0.16% | AAOIFI6.0% Usmani8.4% Dow Jones Islamic6.0% S&P Shariah4.9% MSCI Islamic8.4% MSCI Islamic M-Series4.9% FTSE Shariah0.0% |
| TPR TAPESTRY INC | COMPLIANT | 0.16% | AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8% |
| WHIRLPOOL CORP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| MAGNUM ICE CREAM CO BV/THE | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SUNC SUNOCOCORP LLC | NON_COMPLIANT | 0.10% | AAOIFI362.1% Usmani51.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic49.6% MSCI Islamic M-Series— FTSE Shariah44.5% |
| CHICAGO BOARD OPTIONS EXCHANGE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHICAGO BOARD OPTIONS EXCHANGE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHICAGO BOARD OPTIONS EXCHANGE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHICAGO BOARD OPTIONS EXCHANGE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHICAGO BOARD OPTIONS EXCHANGE | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 9 points of portfolio weight — 39.0% of it passes S&P Shariah, 30.3% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 36.7% ratios fail on 43.2% 22.3% not rated under AAOIFI
ratios pass on 35.3% ratios fail on 39.1% 27.7% not rated under Usmani
ratios pass on 38.6% ratios fail on 40.3% 23.2% not rated under Dow Jones Islamic
ratios pass on 39.0% ratios fail on 39.9% 23.2% not rated under S&P Shariah
ratios pass on 30.3% ratios fail on 39.8% 32.0% not rated under MSCI Islamic
ratios pass on 39.0% ratios fail on 39.9% 23.2% not rated under MSCI Islamic M-Series
ratios pass on 36.9% ratios fail on 36.7% 28.6% not rated under FTSE Shariah
107 of 131 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 96 (82% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SHEL SHELL PLC | 2.43% |
| KDP KEURIG DR PEPPER INC | 2.01% |
| TRV TRAVELERS COS INC | 2.01% |
| UPS UNITED PARCEL SERVICE INC | 1.88% |
| CB CHUBB LTD | 1.85% |
| BAC BANK OF AMERICA CORPORATION | 1.81% |
| CI CIGNA GROUP (THE) | 1.79% |
| MTB M and T BANK CORP | 1.53% |
| EXC EXELON CORP | 1.52% |
| SSNC SS and C TECHNOLOGIES HLDGS INC | 1.39% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Fidelity Equity Dividend Income Fund (FIAVX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| GOOGALPHABET INC | 3.46% | Questionable |
| SHELSHELL PLC | 2.43% | Non-compliant |
| Fidelity Revere Street Trustnot matched to a ticker | 2.30% | Not screened |
| CSCOCISCO SYSTEMS INC | 2.25% | Compliant |
| KDPKEURIG DR PEPPER INC | 2.01% | Non-compliant |
| TRVTRAVELERS COS INC | 2.01% | Non-compliant |
| US BANCORP DELnot matched to a ticker | 1.96% | Not screened |
| PGPROCTER and GAMBLE CO | 1.96% | Compliant |
| UPSUNITED PARCEL SERVICE INC | 1.88% | Non-compliant |
| CBCHUBB LTD | 1.85% | Non-compliant |
Top 10 of 131 holdings, 22.1% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for FIAVX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 45.20 | NEUTRAL |
| Stochastic %K (14) | 62.35 | NEUTRAL |
| CCI (20) | -10.70 | NEUTRAL |
| Williams %R (14) | -37.65 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | -0.15 | SELL |
| Momentum (10) | -0.05 | SELL |
| EMA (10) | 32.75 | BUY |
| SMA (10) | 32.62 | BUY |
| EMA (20) | 32.98 | SELL |
| SMA (20) | 32.98 | SELL |
| EMA (30) | 33.17 | SELL |
| SMA (30) | 33.38 | SELL |
| EMA (50) | 33.28 | SELL |
| SMA (50) | 33.72 | SELL |
| EMA (100) | 32.95 | SELL |
| SMA (100) | 33.14 | SELL |
| EMA (200) | 31.83 | BUY |
| SMA (200) | 31.96 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.